May 10, 2018 - If you are a Quicken for Mac user, you will need to convert to a Quicken for Windows file before converting to QuickBooks. It is not possible to. .for Converting from QuickBooks Online to Desktop” at Stacy’s Online Solutions at Sleeter.com. Another option if you’re working on a Mac, and this is what I do, is to login to IE via your hosted Now you have to choose to what version of QuickBooks you’ll be exporting, Pro, Premier or Enterprise.
Contents. About the Author Esther Friedberg Karp, MBA, President, EFK CompuBooks Inc.
Esther Friedberg Karp is an internationally-renowned trainer, writer, business consultant, and speaker. Although she is based in Toronto, Canada, Esther has the unique distinction of holding ProAdvisor certifications in the United States, Canada, and the United Kingdom. She has authored materials and delivered educational and certification courses for Intuit in all those countries as well as Australia, where she conducted live QBO training. She has spoken at QuickBooks conferences as well as those of various accounting and professional organizations, and written countless articles for Intuit Global. Esther counts among her clients companies from around the world, as well as accounting professionals who seek her out on behalf of their own clients for her expertise in various countries’ editions of QuickBooks Desktop and Online, and for her talent in customizing QuickBooks usage for different industries.
Esther holds a BSc from the University of Toronto in Actuarial Science and Mathematics, and an MBA in Marketing in Finance from York University’s Schulich School of Business. About this Course You’ve no doubt seen or received training on all the great functions available in QuickBooks Online, and perhaps you’re offering training to your clients on how to use QBO. For clients who have been QuickBooks Desktop customers for years, however, a major challenge is convincing them that they will be able to preserve their historical transactions and balances in QuickBooks Online should they make the leap to the cloud.
![Import Import](http://km-ext.ebs-dam.intuit.com/content/dam/km/external/salesforce/7000s/7000-7199/7142_01.png)
You will want to be able to convert your Desktop clients’ companies to QuickBooks Online so that you and they can “hit the ground running” and proceed with entering transactions and running accurate real-time reports in QBO without missing a beat. This course will give you the information you need to convert your existing and prospective clients’ company files to QBO, so that you can add data conversion to your service offerings with confidence. Please note that this course covers training material for converting QuickBooks Desktop (US) to QuickBooks Online (US); other countries’ editions of QuickBooks Desktop Online either have different instructions or at this point do not have conversion utilities. What Files Can & Cannot Be Converted to QBO? When reviewing a prospective conversion client, it’s important to know what can and cannot be converted to QuickBooks Online. Yes, you can convert these QuickBooks Desktop company files: The following QuickBooks Desktop company files are eligible for conversion to QBO within the first 60 days of the creation of the QBO company:. All QuickBooks for Windows companies:.
Using QuickBooks US. Up to 350,000 targets. QuickBooks Simple Start, Pro or Premier companies version years 2008 and later. Without multiple currencies. All QuickBooks for Mac companies version 2012 and later up to 350,000 targets Nope! Sorry; you can’t convert these company files: There are, however, some types of company files that cannot be converted directly into QBO:.
QuickBooks Enterprise companies: can be done but only with ActiveX. QuickBooks files over 350,000 targets (check by selecting F2 or Control+1 with company open). QuickBooks files in which multiple currencies are used.
QuickBooks Desktop companies using international versions (e.g. Canada, UK). Any company files more than 60 days after the creation of the QBO company. QBO companies using international versions of QBO. Non-Intuit accounting software company accounting files.
Spreadsheet files For these types of companies, you can, if you want to save time and effort, import lists (Customers, Vendors, the Chart of Accounts, and Products & Services) into a new QBO file and manually set up opening balances, etc. For these types of companies.
This is done by selecting Import Data in the Tools section of the Company menu. IMPORTING LISTS FOR COMPANIES THAT CANNOT BE CONVERTED DIRECTLY INTO QUICKBOOKS ONLINE In addition, you may wish to explore integrated applications that import information into QBO, such as Baystate Consulting’s 01 Transaction Pro Importer (www.baystateconsulting.com).
Should I Convert: Is QBO Right for My Client? Is QuickBooks Online right for every client?
Every client is unique, even within the same industry. No matter how good an accounting software package is, there are likely some end users who are not a good match with the features. No solution is the universal answer for all needs. You might find that converting to QBO is a great move for your client, based on features they can retain from Desktop and new features available only in QBO. On the other hand, you might find that there are Desktop-only features that they cannot afford to lose.